Probate cost calculator Assets Enter the number of each of the following Banks, Building Societies, Investment Bonds, Life Insurance, Share portfolio, Individual sharesProperty, including contents and dealing with utilitiesOther Assets, e.g. cash, cars, lifetime gifts, tax refundPension including state benefitsJoint assets Liabilities Were they in a nursing home?Yes No Does the Funeral and/or reception need to be paid?Yes No How many other liabilities, e.g credit card, loan, mortgage, income tax Taxation HMRC Income Tax Do you wish MWB to complete an income tax return?Yes No If so, how many additional tax returns are needed?If you have said yes, it assumes one to date of death, and one during administration HMRC Inheritance Tax Choose one of these three options:Is the GROSS value of the estate below £325,000, or above, but spouse or charity gifts means that there is no tax to pay Is the GROSS value of the estate above £325,000 and there is tax to pay Is the GROSS value of the estate between £325,000 and £650,000, but no tax to pay as they inherited ALL OF their spouse's estate Probate details LegaciesResiduary beneficiaries (or if no Will, how many people will share the estate)How many executors/administrators will apply for the grant Fee excluding VAT and disbursements£ Update totals
